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The Data Feeds

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Shows the Data Feeds Dashboard

The Data Feed is where you can download IQY or CSV files to get a large amount of your data out of PrecisionLender.  Below is a list of exports that are currently available, what they are useful for and the columns that are in that particular export.  

FAQ

How Do I Get To The Data Feed?

Shows where the Data Feeds menu is in PrecisionLender

  • You can get to the Data Feed by clicking the Data Feeds Button in the lower left hand corner of PrecisionLender.

 

Who Has Access To The Data Feed?

  • The Data Feed can be accessed by anyone who has the Data Feed Access permission in their User Profile.

 

Shows what needs to be checked off in a security profile in order for a user to see 'Data Feeds'.

  

How Do I Use The IQY File?

 

Exports:

Opportunities

Opportunity Stage History

  • Shows each stage that each opportunity has been in, and for how long.  This can be useful for determining how long it takes opportunities to move through stages.

Columns

  • Opportunity Id
  • Opportunity Name
  • Opportunity Created
  • Owner Name
  • Owner Username
  • Stage Name
  • Days In Stage
  • Region Name
  • Opportunity Status
  • Current Stage Name
  • Current Status
  • Current Close Date
  • Projected Close Date
  • Stage Changed By Username
  • Stage Changed By User
  • Last Modified Time (GMT)

 

Opportunities Not Closed

  • Shows information for all opportunities in PrecisionLender.

Columns

  • Opportunity Id
  • Opportunity
  • Relationship
  • Pricing Date
  • Close Date
  • Stage
  • Status
  • Lender
  • Loan Amount
  • Average Equity
  • Loan Balance
  • Deposit Balance
  • Average Assets
  • Active Scenario
  • Net Income
  • Net Income Target
  • Net Income Delta
  • ROE
  • Target ROE
  • Roe Delta
  • Loan Only ROE
  • Loan Only Target ROE
  • ROA
  • Interest Income
  • Interest Expense
  • Net Interest Income
  • Non Interest Expense
  • Loan Loss Reserve
  • Pre Tax Income
  • Other Income
  • Taxes
  • Loan Products
  • Region
  • Last Modified
  • Notes

 

All Opportunities - Account Level

  • Shows each account in the pipeline as well as each account in production or closed lost since the selected From Date.

 

Columuns

  • Opportunity Id
  • Opportunity Name
  • Active Scenario
  • Relationship Name
  • Pricing Date
  • Close Date
  • Region
  • Lender
  • Stage Name
  • Stage Probablility
  • Opportunity Target ROE
  • Opportunity ROE
  • Opportunity ROA
  • Opportunity Net Income
  • Opportunity Net Interest Income
  • Opporutnity PreTax Income
  • Opportunity Average Balance
  • Opportunity Gross Funding
  • Opportunity Net Funding
  • Opportunity Net Commitment
  • Created Date
  • Last Modified
  • Target ROE
  • ROE
  • ROA
  • Net Income
  • Net Interest Income
  • Non Interest Expense
  • PreTax Income
  • Loan Loss Reserve
  • Average Equity
  • Interest Income
  • Interest Expense
  • Product Name
  • Loan Amount
  • Loan Average Balance
  • Loan Participations
  • Loan Gross Funding
  • Loan Payoff Renewals
  • Loan Net Funding
  • Loan Net Commitment
  • Deposit Amount
  • Other Amount
  • Initial Rate
  • Rate Type
  • Spread
  • Adjustable Rate Initial Period
  • Adjustable Rate Adjustment Frequency
  • Index
  • Maturity
  • Amortization Period
  • Annual Fee
  • Initial Fee Percent Of Amount
  • Initial Fee Dollar Amount
  • Origination Channel
  • Servicing Channel
  • Risk Rating
  • Competitors
  • Notes

 

Caps and Floors Impact

  • Shows the impact of the cap or floor on each Account in PrecisionLender.
  • This can be useful if you would like to feed this information back into your core system.

Columns

  • Opportunity Name
  • Owner Name
  • Loan Name
  • Close Date
  • Pricing Date
  • Impact

 

Relationships

Relationship Owner Match Audit

  • Shows which relationships have been transferred or merged in PrecisionLender so that they no longer directly align with the data file that is being uploaded.  
  • This can be useful if you would like to update your core system to match PrecisionLender.

Columns

  • PL Relationship Name
  • Bank Relationship Name
  • Masked External Id
  • PL Owner Name
  • Bank Owner Name
  • Merged Relationship

 

Relationships

  • Shows information for all relationships present in PrecisionLender.

Columns

  • Relationship Id
  • Relationship Name
  • Lender Name
  • Bank Percentile
  • Region Percentile
  • Lender Percentile
  • Total Strategic Net Income
  • Total Strategic ROE
  • Total FTP Net Income
  • Total FTP ROE
  • Loan Commitment
  • Average Loan Balance
  • Average Deposit Balance
  • Current Loan Balance
  • Current Deposit Balance
  • Current Other Fee Income
  • Core Loan Accounts Interest Income
  • Core Deposit Account Interest Income
  • Core Other Accounts Interest Income
  • Region Name
  • Last Modified

 

Relationship Merges

Columns

  • Merged from relationship family name
  • Merged from relationship household ID
  • Merged primary relationship name
  • Merged primary relationship ID
  • Merged into relationship family name
  • Merged into relationship household ID
  • Merge source
  • User
  • Timestamp

 

Relationship Splits

  • Shows information for relationship splits from the past 2 months.

Columns

  • Originating relationship family name
  • Originating relationship household ID
  • Split out relationship name
  • Split out primary relationship ID
  • Split out relationship household name
  • Split out relationship household ID
  • Split source
  • User
  • Split Timestamp
  • Was Ignored

 

Funding Curves

Funding Curve Duration

  • Shows the details of your current funding curve in PrecisionLender.

Columns

  • Duration
  • Rate
  • Adjusted Rate

 

Security

Login Usage

  • Shows the Login History and Security Profile of all users.

Columns

  • Username
  • Full Name
  • Region
  • Security Profile
  • Latest Login
  • Total
  • 0-30 Days
  • 31-60 Days
  • 61-90 Days
  • YTD

 

Active Accounts 

Active Commercial Loan Accounts

  • Shows information for all active commercial loan accounts in PrecisionLender.

Columns

  • Account Id
  • Masked Account Id
  • Account Last Modified
  • Account Created
  • Account Notes
  • Account Status
  • Account Name
  • Account Amount
  • Account Balance
  • Account Payment
  • Account Rate
  • Account Payment Type
  • Account Payment Frequency
  • Account Interest Rate Calculation
  • Account Remaining Amortization Term
  • Account Remaining Expected Life
  • Account Remaining Maturity
  • Account Rate Type
  • Account Adjustable Rate Initial Period
  • Account Adjustable Rate Adjustment Frequency
  • Account Adjustable Rate Index Rate
  • Account Adjustable Rate Spread
  • Account Fees Annual Dollars
  • Account Origination Date
  • Account Fees Unused LOC
  • Account Average Balance
  • Account Average Rate
  • Account Payoff Expected Date
  • Account Tax Exemption Option
  • Account FTP Cost Of Funds
  • Account Maturity Date
  • Account Remaining Adjustable Rate Fixed Period
  • Account Next Adjustment Date
  • Account Average FTP Over Remaining Loan Life
  • Account Average FTP Over Current Repricing Period
  • Account Average FTP Over Loan Life
  • Account Initial Rate
  • Origination Channel
  • Servicing Channel
  • Risk Rating
  • Product Name
  • Product Family Id
  • Product Generation Effective Date
  • Relationship Id
  • Masked Relationship Id
  • Relationship Name
  • Strategic Interest Income
  • Strategic Interest Expense
  • Strategic Net Interest Income
  • Strategic Non Interest Expense
  • Strategic Loan Loss Reserve
  • Strategic Other Income
  • Strategic Pre Tax Income
  • Strategic Taxes
  • Strategic Net Income
  • Strategic Average Assets
  • Strategic Average Equity
  • Strategic Average Liabilities
  • Strategic ROE
  • Strategic ROA
  • Strategic Target ROE
  • Strategic Cap Floor Impact
  • Strategic Loan Amount
  • Strategic Loan Balance
  • Strategic Loan Commitment
  • Strategic Loan Net Funding
  • Strategic Deposit Average Balance
  • Strategic Loan Net Commitment
  • FTP Interest Income
  • FTP Interest Expense
  • FTP Net Interest Income
  • FTP Non Interest Expense
  • FTP Loan Loss Reserve
  • FTP Other Income
  • FTP Pre Tax Income
  • FTP Taxes
  • FTP Net Income
  • FTP Average Assets
  • FTP Average Equity
  • FTP Average Liabilities
  • FTP ROE
  • FTP ROA
  • FTP Target ROE
  • FTP Cap Floor Impact
  • FTP Loan Amount
  • FTP Loan Balance
  • FTP Loan Commitment
  • FTP Loan Net Funding
  • FTP Deposit Average Balance
  • FTP Loan Net Commitment

 

Active Deposit Accounts

  • Shows information for all active deposit accounts in PrecisionLender.

Columns

  • Account Id
  • Masked Account Id
  • Account Last Modified
  • Account Created Account Notes
  • Account Status
  • Account CD Term
  • Account CD Origination Date
  • Account Balance
  • Account Rate
  • Account Average Balance
  • Account Average Rate
  • Account Net Deposit FTP Rate
  • Account Gross Deposit FTP Rate
  • Product Annual Fee Income
  • Product Annual Fee Income Percent
  • Product Annual Operating Expense Percent
  • Product Average Rate Window
  • Product Deposit Type
  • Product Duration
  • Product Float And Reserves
  • Product Transfer Rate
  • Product Target ROE
  • Product Average Balance Window
  • Product Capital Allocation
  • Product Generation Name
  • Product Generation Effective Date
    • Product Family Id
    • Relationship Id
    • Masked Relationship Id
    • Relationship Name
    • Strategic Interest Income
    • Strategic Interest Expense
    • Strategic Net Interest Income
    • Strategic Non Interest Expense
    • Strategic Loan Loss Reserve
    • Strategic Other Income
    • Strategic Pre Tax Income
    • Strategic Taxes
    • Strategic Net Income
    • Strategic Average Assets
    • Strategic Average Equity
    • Strategic Average Liabilities
    • Strategic ROE
    • Strategic ROA
    • Strategic Target ROE
    • Strategic Cap Floor Impact
    • Strategic Loan Amount
    • Strategic Loan Balance
    • Strategic Loan Commitment
    • Strategic Loan Net Funding
  • Strategic Deposit Average Balance
  • Strategic Loan Net Commitment
  • FTP Interest Income
  • FTP Interest Expense
  • FTP Net Interest Income
  • FTP Non Interest Expense
  • FTP Loan Loss Reserve
  • FTP Other Income
  • FTP Pre Tax Income
  • FTP Taxes
  • FTP Net Income
  • FTP Average Assets
  • FTP Average Equity
  • FTP Average Liabilities
  • FTP ROE
  • FTP ROA
  • FTP Target ROE
  • FTP Cap Floor Impact
  • FTP Loan Amount
  • FTP Loan Balance
  • FTP Loan Commitment
  • FTP Loan Net Funding
  • FTP Deposit Average Balance
  • FTP Loan Net Commitment

 

Active Other Accounts

  • Shows information for all active other accounts in PrecisionLender.

Columns

  • Account Id Masked
  • Account Id
  • Account Last Modified
  • Account Created
  • Account Notes Account Status
  • Account Balance
  • Account Pre Tax Income
  • Account Average Balance
  • Average Pre Tax Income
  • Product Target ROE
  • Product Average Balance Window
  • Product Capital Allocation
  • Product Average Pre Tax Income Window
  • Product Generation Name
  • Product Family Id
  • Product Generation Effective Date
  • Relationship Id
  • Masked Relationship Id
  • Relationship Name
  • Strategic Interest Income
  • Strategic Interest Expense
  • Strategic Net Interest Income
  • Strategic Non Interest Expense
  • Strategic Loan Loss Reserve
  • Strategic Other Income
  • Strategic Pre Tax Income
  • Strategic Taxes
  • Strategic Net Income
  • Strategic Average Assets
  • Strategic Average Equity
  • Strategic Average Liabilities
  • Strategic ROE
  • Strategic ROA
  • Strategic Target ROE
  • Strategic Cap Floor Impact
  • Strategic Loan Amount
  • Strategic Loan Balance
  • Strategic Loan Commitment
  • Strategic Loan Net Funding
  • Strategic Deposit Average Balance
  • Strategic Loan Net Commitment
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